RA
PFN

Reby Advisors’s PIMCO Income Strategy Fund II PFN Stock Holding History

Reby Advisors’s Portfolio PFN Stock Details PFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$38K Buy
+3,862
New +$36.7K 0.01% 257

Other funds holding PFN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reby Advisors's PFN Position: Q4 2020 in Review

Reby Advisors opened a new position in PIMCO Income Strategy Fund II (PFN) in Q4 2020: 3,862 shares worth $38K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings.

91 funds tracked by Wall St. Rank hold PFN as of Q4 2020.

  • Reby Advisors held 3,862 shares of PIMCO Income Strategy Fund II worth $38K as of Q4 2020.
  • PIMCO Income Strategy Fund II was a new Reby Advisors position in Q4 2020.
  • PIMCO Income Strategy Fund II made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #257 holding.
  • 91 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.